JOE Jolly & Co, Inc.
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 7170
- Registered since
- January 12, 1976
Firm profile
FINTRXOverview
JOE Jolly & Co, Inc. is a corporation that has been SEC-registered since 1976. Public records list the ownership as a domestic entity and an individual, while the firm's regulatory classification is recorded as unclassified. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source material does not disclose the firm's advisory activities, fee structure, client types, or specific business lines. That lack of operational detail limits the ability to describe how the firm positions itself in the market or the services it delivers to clients.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Joseph Jolly
PrincipalCRD 260800

Matthew Parker
Vice PresidentCRD 2830791
Debra Degenshein
Administrative PrincipalCRD 2923781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 420 N 20 Streetsuite 2350
- Time zone
- CT (UTC-6)
- Office locations
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